Fidelity Total Bond ETFFBNDETF

13F holders, Q2 2025 (June 30)
626holders +5
57new positions
48sold out
3famous investors
$44.59avg. 13F price*

At the end of Q2 2025, 626 institutions reported holding Fidelity Total Bond ETF (FBND) in their 13F filings, up 5 from Q1 2025. 57 opened new positions and 48 sold out. The largest holders were Northwestern Mutual Wealth Management Co. ($3.9B), Morgan Stanley ($1.3B) and FMR LLC ($568.9M). 3 famous investors held it, including Joel Greenblatt (0.1% of Gotham Asset Management's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).

Company
Fidelity Total Bond ETF
CUSIP
316188309
Latest filing quarter
Q2 2026

History

Number of 13F holders

0200400600800 Q1 2024: 466Q1 2024Q2 2024: 478Q2 2024Q3 2024: 526Q3 2024Q4 2024: 602Q4 2024Q1 2025: 621Q1 2025Q2 2025: 626Q2 2025Q3 2025: 658Q3 2025Q4 2025: 731Q4 2025Q1 2026: 757Q1 2026Q2 2026: 795Q2 2026

Total Exit/New Position Q1 2025 → Q2 2025

InstitutionsTotal Value
New Positions57$204.3M
Exits48$100.3M

All 13F filers, Q1 2025 → Q2 2025: 29,526,566 shares bought and 22,990,036 shares sold, net +6,536,530 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 626 holders

Northwestern Mutual Wealth Management Co. 2.87% Add +6.1% 86,126,703 $3.9B
Morgan Stanley 0.09% Reduce -16.6% 29,131,588 $1.3B
FMR LLC 0.03% Reduce -0.1% 12,434,438 $568.9M
Bank of America Corp. 0.05% Add +5.4% 12,270,942 $561.4M
JPMorgan Chase & Co. 0.03% Reduce -14.4% 8,753,600 $400.5M
Country Trust Bank 6.35% Add +0.3% 6,186,144 $283.0M
Dynasty Wealth Management, LLC 4.58% Reduce -1.7% 5,869,906 $268.5M
Envestnet Asset Management Inc. 0.08% Add +11.2% 5,668,791 $259.3M
LPL Financial LLC 0.09% Add +32.3% 5,601,181 $256.3M
UBS Group AG 0.05% Add +1.9% 5,242,838 $239.9M
Raymond James Financial Inc. 0.07% Reduce -0.3% 4,624,445 $211.6M
Osaic Holdings, Inc. 0.34% Add +0.0% 4,203,788 $192.4M
Royal Bank of Canada 0.03% Add +8.3% 3,880,275 $177.5M
Mather Group, Llc. 1.88% Reduce -0.4% 3,839,198 $175.6M
Commonwealth Equity Services, LLC 0.22% Add +8.6% 3,620,174 $165.6M
Ritholtz Wealth Management 3.65% Add +64.3% 3,610,928 $165.2M
Kestra Advisory Services, LLC 0.75% Add +2.0% 3,369,590 $154.2M
Quotient Wealth Partners, LLC 4.42% Add +3.3% 3,286,565 $150.4M
Legacy Wealth Management, LLC 8.81% Add +0.0% 3,097,702 $141.7M
Sagespring Wealth Partners, LLC 2.79% Add +1.9% 9,733,745 $129.6M
Sax Wealth Advisors, LLC 7.31% Add +41.4% 2,644,754 $121.0M
Blue Chip Partners, LLC 9.83% Add +2.2% 2,636,194 $120.6M
Forvis Mazars Wealth Advisors, LLC 2.42% Reduce -1.1% 2,453,018 $112.2M
Capital Analysts, LLC 3.72% Add +10.1% 2,440,985 $111.7M
Cetera Investment Advisers 0.18% Reduce -24.5% 2,311,058 $105.7M
Thrivent Financial for Lutherans 0.22% Reduce -18.8% 2,173,311 $99.4M
Cwm, LLC 0.35% Add +46.1% 2,158,750 $98.8M
Retirement Planning Group, LLC 4.06% Add +6.2% 2,087,492 $95.5M
TruWealth Advisors, LLC 5.24% Add +14.3% 2,079,076 $95.1M
McKinley Carter Wealth Services, Inc. 5.08% Add +4.9% 1,998,346 $91.4M
Focus Partners Wealth 0.19% Add +18.0% 1,960,045 $89.7M
Summit Financial Strategies, Inc. 8.25% Add +3.0% 1,948,185 $89.1M
HighTower Advisors, LLC 0.10% Add +1.7% 1,764,120 $80.7M
MML Investors Services, LLC 0.23% Add +48.3% 1,739,930 $79.6M
Creative Planning 0.07% Reduce -63.8% 1,686,232 $77.1M
Wells Fargo & Company 0.02% Add +1.6% 1,630,092 $74.6M
Octavia Wealth Advisors, LLC 7.63% Reduce -0.9% 1,460,941 $67.1M
Modern Wealth Management, LLC 1.58% Add +7.9% 1,406,274 $64.3M
Cambridge Investment Research Advisors, Inc. 0.20% Add +10.6% 1,405,090 $64.3M
Valeo Financial Advisors, LLC 1.55% Add +13.0% 1,499,179 $63.0M
Goldman Sachs Group Inc. 0.01% New 1,355,044 $62.0M
Wealthcare Advisory Partners LLC 1.38% Add +15.5% 1,325,768 $60.7M
RFG Advisory, LLC 1.41% Reduce -72.4% 1,312,340 $60.0M
Private Advisor Group, LLC 0.32% Add +77.3% 1,289,219 $59.0M
Integrated Wealth Concepts LLC 0.57% Add +170.6% 1,252,140 $57.3M
Falcon Wealth Planning 5.51% Add +4.5% 1,191,508 $54.5M
HUB Investment Partners, LLC 1.84% Add +4.8% 1,149,360 $52.6M
Aptus Capital Advisors, LLC 0.51% Add +2.8% 1,128,200 $51.6M
Sunburst Financial Group, LLC 10.89% Add +3.1% 1,063,227 $48.6M
Harbor Group, Inc. 7.86% Add +2.9% 968,869 $44.3M
McGlone Suttner Wealth Management, Inc. 6.67% Add +3.6% 964,941 $44.1M
Prudent Investors Network, Inc. 11.71% Add +4.5% 948,805 $43.4M
Rehmann Capital Advisory Group 2.62% Add +61.7% 947,253 $43.3M
Dynamic Advisor Solutions LLC 1.34% Reduce -7.5% 946,139 $43.3M
Navalign, LLC 11.39% Add +4.1% 902,915 $41.3M
OLIO Financial Planning 12.76% Add +3.5% 884,042 $40.4M
Sherrill & Hutchins Financial Advisory, Inc 30.67% Add +0.9% 862,695 $39.5M
Vestmark Advisory Solutions, Inc. 0.57% Add +272.2% 857,646 $39.2M
Ameritas Advisory Services, LLC 2.02% Reduce -20.3% 847,140 $38.8M
Avantax Advisory Services, Inc. 0.21% Add +16.5% 838,606 $38.4M
Power Wealth Management LLC 14.60% Add +1.6% 830,048 $38.0M
Pallas Capital Advisors LLC 1.36% Reduce -8.2% 781,056 $35.7M
Weatherly Asset Management L. P. 3.03% Add +5.3% 773,483 $35.5M
Bleakley Financial Group, LLC 0.89% New 769,847 $35.2M
WNY Asset Management, LLC 3.84% Add +16.3% 762,134 $34.9M
WestHill Financial Advisors, Inc. 7.24% Add +0.7% 746,164 $34.1M
Mascoma Wealth Management LLC 7.85% Add +3.8% 738,850 $33.8M
Correct Capital Wealth Management 6.57% Reduce -0.3% 738,238 $33.8M
Drake & Associates, LLC 8.21% Add +1.0% 732,963 $33.5M
Brookstone Capital Management 0.42% Add +1.0% 697,313 $31.9M
NewEdge Advisors, LLC 0.16% Add +13.9% 696,674 $31.9M
Peapack Gladstone Financial Corp. 0.45% Add +93.4% 693,691 $31.7M
Wealth Management Resources, Inc. 10.77% Add +8.6% 689,209 $31.5M
W.G. Shaheen & Associates DBA Whitney & Co 3.11% Add +2.3% 688,361 $31.5M
Wealth Alliance Advisory Group, LLC 5.99% Reduce -0.1% 687,964 $31.5M
Vicus Capital 2.61% Add +2.6% 685,273 $31.4M
Shakespeare Wealth Management, LLC 8.25% Add +4.6% 676,490 $30.9M
Lineweaver Wealth Advisors, LLC 4.76% Add +9.7% 658,428 $30.1M
Compass Ion Advisors, LLC 3.24% Add +6.7% 654,193 $29.9M
CPA Asset Management Group, LLC 11.76% Reduce -0.5% 611,705 $28.0M
KFG Wealth Management, LLC 4.47% Add +2.1% 607,904 $27.8M
Presidio Capital Management, LLC 10.70% Add +1.8% 607,204 $27.8M
Coyle Financial Counsel LLC 7.40% Add +6.7% 603,996 $27.6M
Mariner, LLC 0.04% Reduce -0.5% 583,371 $26.7M
DeDora Capital, Inc. 6.95% Add +41.9% 581,905 $26.6M
WBH Advisory Inc. 2.25% Reduce -4.5% 576,197 $26.4M
Arete Wealth Advisors, LLC 1.82% Reduce -3.9% 561,532 $25.7M
Silver Oak Securities, Incorporated 2.13% Add +71.7% 558,510 $25.6M
Global Retirement Partners, LLC 0.63% — 556,287 $25.5M
Nicolet Advisory Services, LLC 2.11% Add +1.0% 539,338 $24.8M
ABLE Financial Group, LLC 5.97% Add +7.0% 540,632 $24.7M
Pension & Wealth Management Advisors, Inc. 8.26% Add +19.1% 538,516 $24.6M
Wealthspire Retirement, LLC 1.60% Reduce -10.4% 528,176 $24.2M
Cyndeo Wealth Partners, LLC 1.40% Add +0.7% 517,455 $23.7M
Crane Advisory, LLC 3.92% Reduce -3.2% 520,833 $23.7M
Sard Wealth Management Group, LLC 14.37% Add +2.2% 509,549 $23.3M
Spire Wealth Management 0.84% Reduce -12.4% 512,223 $23.3M
Financial Strategies Group, Inc. 4.83% Add +7.2% 509,993 $23.2M
Souders Financial Advisors 2.88% Add +8.0% 493,951 $22.6M
Main Street Financial Solutions, LLC 1.63% Add +2.3% 491,611 $22.5M

"% of holder's portfolio" is FBND's weight in each manager's 13F, not the share of Fidelity Total Bond ETF the manager owns.

Show all 626 holders